IDT

Rating buyAI Memo

IDT

As of 2026-01-16/Confidence medium

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Data freshness

AI Memo

As of 2026-01-16 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Upcoming quarterly earnings • 2026-04-16

Expected move: +15%

Biggest risk

Bear case: thin coverage, execution risk, or a disappointing quarterly print could trigger outsized downside due to low liquidity and investor concentration; valuation resets could compress multiples well below current levels.

Invalidation

Break below $30 or thesis failure.

What would change my mind?

Bull case: limited coverage masks upside — a modest expansion in analyst coverage or a single dedicated upgrade to the consensus ~$80 target would materially re-rate the stock, driven by multiple expansion and improved visibility into recurring revenue [#SERP-2][#SERP-3].

Research note

Recommendation

buy

Confidence

medium

As of

2026-01-16

Base target

$60

p=55%

Bull target

$80

p=25%

Bear target

$30

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Upcoming quarterly earnings
Analyst price-target reconvergence (consensus ~$80)
12‑month target realization / re-rating

BearKey bullets

Disappointing quarterly results or guidance
Low float/liquidity that amplifies price moves
Regulatory or telecom-sector margin pressure

WatchKey bullets

ANCHOR: {"price": 45.47, "timestamp_utc": "2026-01-14T00:00:00Z", "source": "rankalpha_api_adj_close"} ANALYST_TARGETS_REVIEWED: true Targets above are computed off the authoritative anchor price and calibrated to visible consensus figures in public aggregator snippets (many sources list an $80 target) while applying conservative base/bear stress assumptions [#SERP-2][#SERP-3].

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $60 (p=55%)

Bull/Bear spread: +53% / -42%

Vs latest close: Bull +53% · Base +15% · Bear -42%

Scenario probabilities

Bull Target: $80 (p=25%)Base Target: $60 (p=55%)Bear Target: $30 (p=20%)

Commentary

Coverage is light: aggregators list concentrated targets above current price but overall breadth is thin. Market tone is neutral; upside requires renewed analyst coverage and execution, while limited liquidity and sparse coverage raise downside risk.

As of 2026-01-16 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Drivers

Scannable catalysts and supporting factors

Upcoming quarterly earnings
Analyst price-target reconvergence (consensus ~$80)
12‑month target realization / re-rating

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-16Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Below RA est

Provider

serper

Median (USD)

$51.21

Range (USD)

$48.78 - $81.60

Count

Query: IDT Corp Class B Common (IDT) analyst consensus price target high low average

IDT (IDT) Stock Price, News & Analysis - MarketBeat
Search result #1
IDT has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no strong buy ratings, no buy ratings, 1 hold rating, ...
Open source
IDT Corp. Cl B Analyst Estimates - MarketWatch
Search result #2
Stock Price Targets. High, $80.00. Median, $80.00. Low, $80.00. Average, $80.00. Current Price, $51.21. Yearly Numbers. Estimates. IDT will report 2026 earnings ...
Extracted: $80.00, $51.21Open source
IDT CORP-CLASS B(NYSE:IDT) stock Analyst Ratings | ChartMill.com
Search result #3
5 analysts have analysed IDT and the average price target is 81.6 USD. This implies a price increase of 60.16% is expected in the next year compared to the ...
Extracted: $81.60Open source
IDT Corporation: Target Price Consensus and Analysts ...
Search result #4
Analysts' Consensus ; Mean consensus. BUY ; Number of Analysts. 1 ; Last Close Price. 48.78USD ; Average target price. 80.00USD ; Spread / Average Target. +64.00%.
Extracted: $48.78, $80.00Open source
IDT Consensus Estimates (IDT) - Investing.com Canada
Search result #5
According to projections from 1 analysts, the average 12-month price target for IDT is 80, with a high estimate of 80 and a low estimate of 80. What ...
Open source
IDT | IDT Stock Price, Company Overview & News - Forbes
Search result #6
Consensus Revenue. $1.24B. Range of Revenue. $1.24B to $1.24B. Consensus Price Target is the stock price analysts expect to see within a period of 0-18 months.
Extracted: $1.24Open source

Scenarios

Bull Target (Scenario probability)

$80 / p=25% prob

Base Target (Scenario probability)

$60 / p=55% prob

Bear Target (Scenario probability)

$30 / p=20% prob

Price $52 as of 2026-05-26

Nearest Scenario: Base (∆ 15%)

Targets vs latest close: Bull +53% · Base +15% · Bear -42%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Short-term Catalysts

Next few weeks

Upcoming quarterly earnings
2026-04-16
Next quarterly report could swing sentiment given limited analyst coverage and reliance on guidance; market reaction likely if results miss/beat expectations [#SERP-1].
Prob 60% • Move 12% • Priced-in 20%
Analyst price-target reconvergence (consensus ~$80)
2026-04-16
Several aggregator pages show a concentrated analyst target near $80 — any upgrade/coverage could re-rate shares toward that level [#SERP-2][#SERP-3].
Prob 35% • Move 76% • Priced-in 30%

Long-term Catalysts

Months to a year

12‑month target realization / re-rating
2027-01-16
Over a 12‑month horizon, execution on core operations or renewed analyst coverage could drive realization toward consensus targets; assumption: no material strategic transaction [#SERP-2].
Prob 40% • Move 76% • Priced-in 35%

Risks

Disappointing quarterly results or guidance
Low float/liquidity that amplifies price moves
Regulatory or telecom-sector margin pressure
Thin analyst coverage increases re-rating volatility

Peers

Symbol	Summary
VZ	Large incumbent telecom — useful comparative lens for regulatory exposure and scale-related stress tests.
TMUS	National wireless operator — benchmark for consolidation, pricing, and competitive pressure on telecom peers.
RBBN	Smaller communications-equipment/software peer — closer to IDT in scale and execution risk; useful operational benchmark.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: IDT Corp Class B Common (IDT) analyst consensus price target high low average
Analysis date: 2026-01-16

AI Stock Memo: IDT - IDT - RankAlpha